Terminologies

TermDescription
Communication ChannelChannel via. which a brand can communicate with customers related to promotions or transactions. Example, SMS, Email, WeChat, Line, Mobile Push
Contacted CustomersCustomers that were targeted for a campaign
Custom DimensionCustom dimensions are created through banding on dimension tables. For example, recency can be created on user dimension by applying banding on user.last_transaction_date
Customer SegmentationA logical grouping of audience based on shared characteristics
DimensionsDimensions are metadata associated with an event. In simple words, Facts consist of events data, but when these associated with an attribute it is called dimension. For example, transactions (fact) of a specific store, registrations (fact) of a specific date.
Event DateThe date on which a specific event has occurred, but not the date when it is synced to our system. An event could be a transaction, registration, slab upgrade, points redemption, coupon redemption and so on
Event SourceSource from which an event (such as transaction, registration, profile update) is generated. For example, InStore, WeChat, and Line
FactsA fact table consists of measures, metrics or facts of a business process. In simple terms, fact consists of events data such as transactions, points awarded, points deducted (expired, redeemed, or returned), customer registration, and slab upgrade
KPIA KPI, or Key Performance Indicator, is used to measure the performance of key business objectives. For example, percentage sales, average transaction value, average basket value, member transactions and so on. You can see the entire set of KPIs supported in EI on the Library > KPIs page
Loyalty ProgramAn incentivization program designed to encourage customers to continue shopping. Points and coupons are incentivized in loyalty program and customers are graded with loyalty tiers based on their purchase history.
Loyalty PromotionsA special loyalty program that is configured to run for a specific duration along with the regular loyalty program. This is mainly used to promote store business during special sales such as summer sale, festival sale, and end of season sale.
Metric DimensionMetric dimensions are banding on columns and are measure by nature. For example, bill amount and discount
Modified DateThe latest updated date of specific data. For example, if you upload the transactions of May 1 on May 9 through import, the modified date would be May 9 where the event date is still May 1
MembershipA loyalty level is given to customers for special benefits from the organization. Membership is usually bought by customers for a specific duration. In Capillary Loyalty, membership is associated with a tier where a tier is a membership level. For example, gold member, a platinum member
Membership ExpiryEach membership has a specific validity after which it expires. Customers can renew membership. In Capillary Loyalty Program, a membership expiry is a tier downgrade
Migration ChartA particular type of chart that helps track the migration of users from one slab or segment to another slab or segment
MLPMulti-Loyalty Program, or MLP, is for organizations with multiple organization units (OUs). Each OU can have a separate loyalty program. An organization can define its OU on the basis of either zone hierarchy or concept hierarchy but not both
Non-MembersCustomers that cannot be identified. Non-member data is generated for not-interested customers and customers whose identifiers are missing
Non-SCDNon-SCD, or Non Slowly Changing Dimension, is a type of customer segmentation where the behavior of customers is not tracked and only the current snapshot of the customer list is maintained. The system stores only the recently updated time and does not maintain the tracking history of previous updates. Whereas SCD segments track the behavior of customers at a given point in time. SCD segments are usually used for migration charts.
NPSNet Promoter Score, or NPS, is (Promoters-Detractors)/Total number of NPS responses
Percentage Repeat BillsPercentage of the total number of repeat transactions over the total number of member transactions
ReportA report is a combination of charts that provides essential insights of a business based on the KPIs and Dimensions selected for each chart.
SCDSCD, or Slowly Changing Dimension is a type of customer segmentation in which the behavior of customers is tracked at a given point in time. SCD segments are usually used for migration charts. Where as in Non-SCD, the behavior of customers are not tracked and only the current snapshot of the customer list is maintained.
The system stores only the recently updated time and does not maintain the tracking history of previous updates.
SurvivorWhen an account is merged with another, the account that remains to continue is a survivor account.
SlabA slab, or tier, is a loyalty grade given to customers based on their purchases. This is configured in the loyalty program in Slab Upgrade.
SourceSource from which an event such as registration or transaction has happened. For example, InStore, Webengage, Martjack, Tmall, Taobao, JD, E-commerce.
TenderPayment mode used for a transaction. For example, cash, card, food coupon, gift vouchers, and points.
Tender CombinationThe combination of a tender with its attributes used in a loyalty program configuration. For example, a tender 'card' attached with attributes 'Visa' 'credit card' and bank 'SBI' is a tender combination.
TierA tier, or slab, is a loyalty grade given to customers based on their purchases. This is configured in the loyalty program in Slab Upgrade.
TrackerUsed to track various entities of a transaction for a specific duration. Entities could be transaction amount, gross bill amount, line-item count, line-item quantity, line-item price and customer visits.
VictimWhen an account is merged, the account that is merged into another account and does not exist after merging is a victim account. All details of the victim account such as points, coupons, transactions will be transferred to the survivor account
WTDWeek till date or WTD, is the duration from the starting of the current week (Monday) until the current day
YTDYear till date, or YTD, is the duration from the starting of the calendar year until the current day